How can I filter for payments overdue by more than 15 days?

DryMerge allows you to filter payments by their overdue duration. Specify the period you're interested in, such as more than 15 days, and DryMerge will filter payments accordingly.

Can I use this with Freshdesk instead of Salesforce?

Yes, you can use this with Freshdesk instead of Salesforce. Describe the necessary changes, and DryMerge will set up the automation accordingly.

Who uses this automation and what for?

This automation is beneficial for accounts receivable teams and customer service reps who need to manage overdue payments and maintain good customer relations.

QuickBooks + Salesforce

Create Salesforce Cases from QuickBooks Overdue Payments

Automatically create a case in Salesforce for each overdue payment in QuickBooks. This enables your team to track and address overdue payments promptly, ensuring better financial management and customer communication.

Overdue Payment

Triggers when a payment is overdue in QuickBooks

Create Salesforce Case

Creates a case in Salesforce for the overdue payment

See more QuickBooks to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce tasks from Quickbooks overdue invoices

QuickBooks + Salesforce

Create Salesforce records from Quickbooks receipts

QuickBooks + Salesforce

Create Salesforce Campaigns from QuickBooks Payment Plans

QuickBooks + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce cases from QuickBooks overdue payments"

Create Salesforce cases from QuickBooks overdue payments

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with QuickBooks + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Relationship

Creates a relationship between two Salesforce objects

Create Relationship (Smart)

Creates a Salesforce relationship using object identifiers like Name instead of raw IDs

Get Relationships

Gets all relationships for a Salesforce object given a starting object

Create Case

Creates a new case in Salesforce

App details

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.